Financial Strategist

2 weeks ago

Singapore beBeeFinancial Full time $4,000 - $8,000
We are seeking a Financial Strategist to join our team. As a Financial Strategist, you will play a key role in helping clients achieve their financial goals through tailored financial advice and planning.

Key Responsibilities:
  • Develop individualized financial strategies based on clients' needs.
  • Provide expert guidance on investments, retirement planning, and wealth accumulation.
  • Build long-term relationships with clients by delivering exceptional service and support.
  • Stay up-to-date with market trends and developments to ensure the best possible outcomes for clients.

Benefits of Working with Us:
  • Access to industry-leading training and development programs.
  • Opportunities for career growth and advancement.
  • A supportive and collaborative work environment.
  • A competitive salary and benefits package.

Requirements:
  • Minimum 21 years old.
  • Full certificate in GCE A Level or equivalent.
  • Excellent communication and interpersonal skills.
  • Commitment to ongoing learning and professional development.

Technical Skills and Competencies:
  • Insurance and Financial Planning Fundamentals.
  • Certifications in CMFAS.
  • Communication and Networking Skills.
  • Sales and Marketing Skills.

Skills You Will Gain:
  • Wealth Management.
  • Sales.
  • Financial Planning.
  • Interpersonal Skills.
  • Investments.
  • Customer Relationships.
  • Relationship Management.
  • Wealth Accumulation.
  • Soft Skills.
  • Marketing.
  • Mentorship.
  • Networking.
  • General Insurance.
  • Life Insurance.
  • Market Development.
  • Retirement.

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